...
While viewing a custom setting, you can:
- To change a custom setting, click Edit.
- To delete a custom setting, click Delete. ...
- To add data to a custom setting, click Manage.
How to edit email settings in Salesforce?
To edit Email Settings in Salesforce.com follow the steps given below. Go to your name=>My settings. How to Edit Email Settings in Salesforce.com Now go to My Settings=>Email. How to Edit Email Settings in Salesforce.com Now click on My email settings link as shown above.
How to create and edit Salesforce sites?
Create and Edit Salesforce Sites Field Description Active Select when you’re ready to make your si ... Active Site Home Page The landing page that users are directed ... Inactive Site Home Page The landing page that users are directed ... Site Template The template that provides the page layo ... 20 more rows ...
How to edit all items in Salesforce with custom layout?
You can create a Visualforce Page (which Professional allows) to have a custom layout, for example: And then override the Edit All button with the page. Unfortunately, Salesforce won't save the changes because it will only save the changes to the top level Opportunity object, not the child OpportunityLineItems that are actually changing.
When is the next maintenance for Salesforce help and Success Center?
The team has put a resolution in place and are monitoring the same. Salesforce Help and the Success Center are scheduled for maintenance on January 22, 2022 from 01:00 AM to 03:00 AM GMT.
How do I change my salesforce settings?
0:093:57How to Change Your Personal Settings in Salesforce ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's click customize my tabs. Here we can add or remove the tabs at the top of the page so that weMoreLet's click customize my tabs. Here we can add or remove the tabs at the top of the page so that we only see the ones we need.
How do I change my custom settings?
Windows settings. Click Custom settings. On the left, click an organizational unit the custom setting applies to. Point the custom setting you want to edit, then click Edit.
How do I get to page layout editor in Salesforce?
For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. First, we need to find and open the lead page layout. From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts.
How do I edit in Salesforce?
Edit Custom FieldsFrom the management settings for the field's object, go to Fields.Click Edit next to the field's name.Modify the field attributes. ... Optionally, define custom help text for the field.For lookup and master-detail relationship fields, optionally define a lookup filter.More items...
How do I give access to custom settings in Salesforce?
To enable access, navigate to the profile / permission set and enable the 'View All Custom Settings' checkbox. Remove the restriction on custom settings access. This will allow all users to access the values and will still respect the defined public / protected status of the custom setting.
What are custom settings in Salesforce?
Custom Settings in Salesforce are similar to custom objects in Salesforce. It allows users to create custom sets or custom chunks of data which creates easier access of data to users. Some particular data that you want to automatically fetch from the records can be easily done by using Custom Settings.
Which field settings can you control in the page layout editor?
Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required.
How do I create and edit page layouts in Salesforce?
Create Page LayoutsFrom Setup, click Object Manager and select Account.Click the Page Layouts link, then click New.Select Account Layout from the Existing Page Layout picklist.Enter Customer Account Layout for Page Layout Name. ... Click Save.More items...
What is edit page in Salesforce?
One of those is the Edit Layout link in Standard. This little tool allows us to open any screen in Page Layout to make adjustments and view changes quickly. The ability to open in Page Layout is still there, but it is now located in the Setup (Gear icon) drop down and called Edit Page.
How do I enable or disable inline editing in Salesforce?
This is done by editing the Page Layout and clicking the "Layout Properties."This way, inline editing is generally allowed but is disabled for assignment. The other option is to globally disable inline editing in the org; Go to Your Name> Setup> Customize> User Interface> Uncheck "Enable Inline Editing"
How do I create an editable list in Salesforce?
Go to Setup and search for User Interface. You can also go through the path of Platform Tools > User Interface > User Interface or Build/App Setup > Customize > User Interface (last option). Select Enable Inline Editing and Enable Enhanced Lists then Save.
How do I change the layout in Salesforce?
Edit Page Layouts ManuallyLog into Salesforce and click the Setup button.On the left menu, click Objects and Fields and select Object Manager.Click one of the following: Account, Opportunity, Product, Work Order or Asset.Click Page Layouts in the left menu.Click the respective Page Layout.More items...•